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DocuSign Connector Quick Start Guide: Office 365

This guide provides information about getting started with the DocuSign Connector in Nintex Workflow for Office 365. Use the DocuSign Connector to manipulate and send documents and envelopes using DocuSign.

This guide is also available in the product help at help.nintex.com/en-US/O365. Click here to run a search for the guide in the product help.

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Re: DocuSign Connector Quick Start Guide: Office 365

Either this walkthrough is no longer current or the Docusign action in the trial behave differently. Instead of username and password, they ask for an email address or user to email with a link to authenticate.

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Re: DocuSign Connector Quick Start Guide: Office 365

Please update this document to reflect the oAuth method . I'm looking at YOU Emily Billing

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Re: DocuSign Connector Quick Start Guide: Office 365

Thanks Steve I was sure it has been updated! What section are you looking at?

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Re: DocuSign Connector Quick Start Guide: Office 365

Big soooooory Emily – it is up-to-date.

My company is quoting on a DocuSign gig, happy days

Thanks

Steve Hunter

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Re: DocuSign Connector Quick Start Guide: Office 365

hehe no worries!

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mverw
Nintex Newbie

Re: DocuSign Connector Quick Start Guide: Office 365

For some reason, the option Current item attachment within the DocuSign download document action is not available. Using an URL, I'm only able to overwrite an existing item. Therefore I'm unable to download a DocuSign envelope and save it on a specific location in SharePoint Online. Please advise?

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Re: DocuSign Connector Quick Start Guide: Office 365

Hey Michel, are you running your workflow on a list or a site? This field will only appear if you have a workflow on a list - DocuSign download document.

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mverw
Nintex Newbie

Re: DocuSign Connector Quick Start Guide: Office 365

Thanks for your quick response Emily. The workflow is running on a Document Library. Does it has to be a List?

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Re: DocuSign Connector Quick Start Guide: Office 365

Yeah, the workflow has to be running on a list in order to show that field.

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